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D.J. St. Germain’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

D.J. St. Germain’s Portfolio AOA Stock Details AOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-39
Closed -$3.49K – 905
2025
Q4 		$3.49K Hold
39
– – ﹤0.01% 764
2025
Q3 		$3.44K Buy
+39
New +$3.32K ﹤0.01% 758

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

D.J. St. Germain's AOA Position: Q1 2026 in Review

D.J. St. Germain sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2026, closing a stake of 39 shares — an estimated $3.49K sold.

D.J. St. Germain first reported a position in AOA in Q3 2025 and held it in 2 quarters. The position peaked at $3.49K in Q4 2025. 406 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

  • D.J. St. Germain reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2026 after selling out during the quarter.
  • D.J. St. Germain sold 39 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $3.49K.
  • D.J. St. Germain first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2025 and held it in 2 quarters.
  • D.J. St. Germain's iShares Core 80/20 Aggressive Allocation ETF position peaked at $3.49K in Q4 2025.
  • 406 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on D.J. St. Germain's 13F filing for Q1 2026, filed 13 Apr 2026.